Viking Capital Newsletter: March 2025

Viking Capital Newsletter: March 2025

The Viking Capital leadership team recently convened to review quarterly objectives, assess investor sentiment, and conduct a thorough analysis of property-level financial forecasts and evolving market dynamics. This review helps refine our investment thesis and identify the most compelling opportunities for the next 7+ years.

Given current conditions, it’s critical to evaluate portfolio performance and reassess hold periods to ensure alignment with market realities.

To explore the research insights guiding our strategy and review our updated financial forecasts for the year ahead, download our latest white paper and refine your investment approach accordingly.

Article content

In this episode of Wealth Unfiltered, we sit down with Dr. Devon Gimbel, founder of Point Me to First Class, to learn how she strategically uses credit card points to financially float luxury travel. A retired physician turned travel hacking expert, Devon breaks down how to turn everyday expenses into business class flights and five-star stays—without paying full price. She shares the strategy behind building a points plan, picking the right cards, and getting the most value out of every dollar spent. If you’ve ever wondered how to make travel practically free, this episode is your roadmap.

Viking is carefully reviewing thousands of potential deals to identify the best opportunities for our investors, though no deal has been selected yet. Our diligent analysis process continues, ensuring we find investments that align with market trends and investor objectives.

As always, if you have any questions, do not hesitate to reach out to our Investor Relations Team.

Onward & Upward,

Article content
Article content
Article content

Over the past five years, smaller markets have consistently delivered strong rent growth—often surpassing that of major metros. By targeting these high-growth, less saturated areas, we strategically position our investments for long-term performance and stability.

Why this Matters:

Higher Potential Returns: Smaller markets often offer stronger cash flow and appreciation due to lower entry costs and rising demand.

Reduced Competition: Less saturation means less competition from institutional investors, allowing for better deal terms and more strategic acquisitions.

Long-Term Stability: These markets often benefit from steady population growth and job diversification, leading to more resilient rental income over time

Article content